Institutional Ownership Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN). We have compiled data on the 522 institutions that hold shares in the stock, with a total of 43.6 Million shares, which have been reported (via 13F filing form) to have a value of $491 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
360
shares
|
$4,050
0.0% of portfolio
|
Q4 2024
Reduced 98.51%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
348
shares
|
$3,915
0.0% of portfolio
|
Q3 2022
Added 74.0%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
320
shares
|
$3,600
0.0% of portfolio
|
Q4 2024
Reduced 42.86%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
313
shares
|
$3,521
0.0% of portfolio
|
Q4 2024
Reduced 90.25%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
312
shares
|
$3,510
0.0% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
301
shares
|
$3,386
0.0% of portfolio
|
Q1 2024
Reduced 1.66%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
286
shares
|
$3,217
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
285
shares
|
$3,206
0.0% of portfolio
|
Q4 2024
Reduced 25.97%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
282
shares
|
$3,172
0.0% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
264
shares
|
$2,970
0.0% of portfolio
|
Q1 2024
Reduced 92.86%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
250
shares
|
$2,812
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
250
shares
|
$2,812
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
250
shares
|
$2,812
0.0% of portfolio
|
Q4 2023
Reduced 67.7%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
245
shares
|
$2,756
0.0% of portfolio
|
Q2 2024
Reduced 90.37%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
242
shares
|
$2,722
0.0% of portfolio
|
Q3 2022
Added 47.56%
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
200
shares
|
$2,250
0.0% of portfolio
|
Q2 2022
Reduced 33.33%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
200
shares
|
$2,250
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
200
shares
|
$2,250
0.0% of portfolio
|
Q4 2024
Reduced 63.03%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
187
shares
|
$2,103
0.0% of portfolio
|
Q2 2024
Reduced 84.25%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
180
shares
|
$2,025
0.0% of portfolio
|
Q3 2023
Reduced 2.17%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
160
shares
|
$1,800
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
156
shares
|
$1,755
0.0% of portfolio
|
Q4 2024
Reduced 87.85%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
150
shares
|
$1,687
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
150
shares
|
$1,687
0.0% of portfolio
|
Q3 2023
Reduced 3.23%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
150
shares
|
$1,687
0.0% of portfolio
|
Q2 2023
Reduced 98.86%
|